KOVITZ INVESTMENT GROUP PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RITM | 257K | $2.93M |
 | AXP | 249K | $82.86M |
 | KIM | 247K | $5.40M |
 | MGM | 247K | $8.55M |
 | JNJ | 246K | $45.62M |
 | DINO | 244K | $12.79M |
 | NMFC | 239K | $2.30M |
 | EOG | 238K | $26.68M |
 | CAH | 237K | $37.12M |
 | TSN | 234K | $12.73M |
 | KR | 233K | $15.70M |
 | BSX | 232K | $22.66M |
 | PH | 231K | $175.47M |
 | BRSP | 231K | $1.26M |
 | CVX | 227K | $35.31M |
 | MS | 227K | $36.13M |
 | NVO | 224K | $12.44M |
 | KEY | 220K | $4.12M |
 | TJX | 214K | $30.91M |
 | OKE | 211K | $15.38M |
Rithm Capital Corp.
RITM
Shares Held
257K
Value
$2.93M
American Express Company
AXP
Shares Held
249K
Value
$82.86M
Kimco Realty Corporation
KIM
Shares Held
247K
Value
$5.40M
MGM Resorts International
MGM
Shares Held
247K
Value
$8.55M
Johnson & Johnson
JNJ
Shares Held
246K
Value
$45.62M
HF Sinclair Corporation
DINO
Shares Held
244K
Value
$12.79M
New Mountain Finance Corporation
NMFC
Shares Held
239K
Value
$2.30M
EOG Resources, Inc.
EOG
Shares Held
238K
Value
$26.68M
Cardinal Health, Inc.
CAH
Shares Held
237K
Value
$37.12M
Tyson Foods, Inc.
TSN
Shares Held
234K
Value
$12.73M
The Kroger Co.
KR
Shares Held
233K
Value
$15.70M
Boston Scientific Corporation
BSX
Shares Held
232K
Value
$22.66M
Parker-Hannifin Corporation
PH
Shares Held
231K
Value
$175.47M
BrightSpire Capital, Inc.
BRSP
Shares Held
231K
Value
$1.26M
Chevron Corporation
CVX
Shares Held
227K
Value
$35.31M
Morgan Stanley
MS
Shares Held
227K
Value
$36.13M
Novo Nordisk A/S
NVO
Shares Held
224K
Value
$12.44M
KeyCorp
KEY
Shares Held
220K
Value
$4.12M
The TJX Companies, Inc.
TJX
Shares Held
214K
Value
$30.91M
ONEOK, Inc.
OKE
Shares Held
211K
Value
$15.38M